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Amanda Lynne Parsons

Advisor at Savant Wealth Management — St Paul, MN

Updated today

Credentials

CFP®, Series 65

Experience

5 years

Location

St Paul, MN 55101

Savant Wealth Management logo

Savant Wealth Management

Enterprise

Total advisors

402

Across 56 offices

Clients per advisor

58 Typical

Avg AUM per client

$2,108,203 Very High

HNW client ratio

28% High

About

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Client services

Based on Savant Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Savant Wealth Management

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting

Occupation focus

Based on Savant Wealth Management

Executive Founder/Business Owner Retired

Demographic focus

Based on Savant Wealth Management

Women Professionals Divorced

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Fee options

Fixed

Financial planning fixed fees from $250 to $10,000; divorce planning fixed fees $5,000 to $50,000 plus retainers; estate planning project fees minimum $500.

Percentage

$0 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.20%

Project-based

Estate planning and trust administration hourly rates: $75 to $275; Wealth transfer services hourly rates: $75 to $300; Financial planning consulting hourly fees $100 to $500; divorce planning hourly $125 to $500; executive planning hourly rates based on adjusted net worth.

Other

Account minimum: $300,000 Minimum fee: Minimum annual fee for retirement plan services is $2,500; minimum annual fee for plan administration is $5,000; Custom Indexing Program minimum annual fee is $250. Fee-only: Stand-alone financial planning services: fixed base fees from $250 to $10,000; hourly fees $100 to $500; divorce planning fixed fees $5,000 to $50,000 plus retainers, hourly $125 to $500; Executive planning fees based on adjusted net worth; estate planning hourly rates from $75 to $300 depending on role; tax advisory fees $1,200 to $25,000; accounting and consulting fees $150 to $500 per hour or fixed based on service.

Location

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St Paul, MN

2250 Town Square Tower, 445 Minnesota St

St Paul MN 55101

Advisors at this office

14

Most active in

Minnesota

Work history

5 years of industry experience

Savant Wealth Management

2026 - Present • 1 year

Rockford, IL

Savant Wealth Management

2025 - 2026 • 1 year

Rockford, IL

Prairieview Partners

2022 - 2025 • 3 years

St Paul, MN

Christianson PLLP

2021 - 2021 • 1 year

Willmar, MN

MD Financial / Vestment Financial

2020 - 2021 • 1 year

Chanhassen, MN

Altec

2018 - 2020 • 2 years

Duluth, MN

Northern Wholesale

2017 - 2017 • 1 year

Lino Lakes, MN

n/a

2016 - 2020 • 4 years

Duluth, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dejan I

Series 65

Lake Elmo, MN

SCM Investment Services

I'm the founder of SCM Investment Services in Lake Elmo, MN — a fee-only, fiduciary advisory firm built on one belief: everyone deserves honest financial advice from someone legally required to put their interests first. My path here started on the trading floor at the Chicago Board of Trade, where I transacted over $1 billion in US Treasury Notes daily and later served as VP and Director of Discretionary Trading Operations. With degrees in Computer Science and Chemistry, I've always approached investing as a hard science — not a sales pitch. I earned my MBA from the University of Chicago Booth School of Business, the epicenter of evidence-based investing. No commissions. No exceptions. I've been quoted as a financial expert in CNN Money, Fortune, the Chicago Tribune, US News, and Investment News.

General retirement planning Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management
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Eric H

CFP®, CFA®, Series 66

Minneapolis, MN

Allodium Investment Consultants, LLC

Eric Hutchens is a CFP®, CFA®, and Series 66 certificant with 18 years of experience in the financial industry. He has worked at Allodium Investment Consultants, LLC since 2015 and previously spent eight years with UBS Financial Services. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management, financial planning, and fiduciary consulting, generally favoring low-cost, tax-advantaged, passively oriented investments customized to clients’ goals and risk tolerances.

General retirement planning Concentrated stock management

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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